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Berkeley, CA
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Portfolio Management and Investment Advice
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Berkeley, CA
in last 30 days
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330
jobs
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Portfolio Management and Investment Advice
near
Berkeley, CA
in last 30 days
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Date
Last 30 days
Financial Advisor
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Allworth Airline Advisors Formerly Raa
Walnut Creek, CA
L5 Senior
August 13th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Financial Advisor - Retirement & Wealth Planning
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Corebridge Financial
Emeryville, CA
Remote
L5 Senior
July 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote FP&A Leader for Growth & IPO Readiness
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Kobold Metals
Berkeley, CA
Remote
L5 Senior
July 23rd, 2026
Financial Managers
Portfolio Management and Investment Advice
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VP, Asset & Portfolio Analytics
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Shine Associates
Oakland, CA
L7 Manager
August 13th, 2026
Investment Fund Managers
Portfolio Management and Investment Advice
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UHNW Wealth Relationship Manager
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Mercer Advisors
Walnut Creek, CA
L5 Senior
August 8th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Manager, Financial Planning & Analysis (FP&A)
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Delta Dental Of California
Emeryville, CA
L7 Manager
August 2nd, 2026
Financial Managers
Portfolio Management and Investment Advice
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Strategic Controller for Finance
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Sequoia Equities
Walnut Creek, CA
L7 Manager
August 8th, 2026
Treasurers and Controllers
Portfolio Management and Investment Advice
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Senior Manager, Financial Planning & Analysis (FP&A)
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Delta Dental Of California
Orinda, CA
L7 Manager
August 2nd, 2026
Financial Managers
Portfolio Management and Investment Advice
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Manager, Financial Planning & Analysis
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Delta Dental Of California
Oakland, CA
L7 Manager
August 8th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Experienced Analyst - Master's of Finance
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Cornerstone Research
Oakland, CA
L5 Senior
August 1st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Client Services Associate
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Robert Half
Walnut Creek, CA
L3 Junior
August 8th, 2026
Brokerage Clerks
Portfolio Management and Investment Advice
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Investment CRE Advisor: Net-Leased Assets, High Growth
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Kase Group Real Estate Investment Services
Walnut Creek, CA
L4 Mid
July 21st, 2026
Real Estate Sales Agents
Portfolio Management and Investment Advice
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Wealth Planning Associate: Client-Focused Advisor
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Socket
Walnut Creek, CA
L5 Senior
August 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Client Service Associate Client Support Pro
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Morgan Stanley
Oakland, CA
L3 Junior
August 8th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Senior Manager, Financial Planning & Analysis (FP&A)
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Delta Dental
Oakland, CA
L7 Manager
August 9th, 2026
Financial Managers
Portfolio Management and Investment Advice
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Growth-Driven Associate Wealth Advisor (Hybrid)
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Mercer Advisors
Walnut Creek, CA
L4 Mid
August 14th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor: Grow Your Book & Guide Clients
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Charles Schwab
Oakland, CA
L5 Senior
August 2nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
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City National Bank
Emeryville, CA
L5 Senior
August 7th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Business Analyst
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Axelon Services
Oakland, CA
L5 Senior
August 4th, 2026
Business Intelligence Analysts
Portfolio Management and Investment Advice
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Operations Specialist
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Penserra
Orinda, CA
L5 Senior
August 6th, 2026
Financial Specialists, All Other
Portfolio Management and Investment Advice
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Senior Director of Investor Relations & Corporate Narrative (Oakland)
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Mq Referrals Only
Oakland, CA
L7 Manager
August 1st, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Financial Advisor Opportunities at Northwestern Mutual.
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Northwestern Mutual
Walnut Creek, CA
L5 Senior
August 6th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Strategic Wealth Planning Consultant
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Charles Schwab
Oakland, CA
L5 Senior
August 3rd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Client Service Operations Associate
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Ria Recruiting
Walnut Creek, CA
L5 Senior
July 28th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
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Chase
Walnut Creek, CA
L3 Junior
August 11th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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J.P. Morgan Wealth Management Private Client Advisor - Alameda, CA and Surrounding Areas
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Chase
Oakland, CA
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Manager, Financial Planning & Analysis (FP&A)
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Delta Dental Of California
Oakland, CA
L7 Manager
August 2nd, 2026
Financial Managers
Portfolio Management and Investment Advice
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Sr. Client Service Associate/ Sr. Client Service Manager
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Wealth Enhancement
Walnut Creek, CA
L5 Senior
August 1st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Hybrid Retirement Plan Advisor Personalize Investments
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CPS
Walnut Creek, CA
L5 Senior
July 29th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Portfolio Analyst
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Allspring Global Investments
Oakland, CA
L5 Senior
July 22nd, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Wealth Management Advisor: Grow Your Elite Client Book
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Sacbar
Walnut Creek, CA
L5 Senior
July 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Boutique Wealth Management Client Service Associate
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Sanctuary Wealth Group
Walnut Creek, CA
L4 Mid
August 8th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Entry Level-Wealth Manager
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Equitable Advisors
Walnut Creek, CA
L5 Senior
August 8th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Elite Private Wealth Advisor for High-Net-Worth Clients
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U.S. Bank
Walnut Creek, CA
L5 Senior
July 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Private Wealth Advisor, Practice Lead - Bay area
APPLY
Empower Retirement
Oakland, CA
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Junior Wealth Advisor: Learn, Plan & Grow
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U.S. Bank
Walnut Creek, CA
L3 Junior
July 27th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Management Client Service Associate
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Sanctuary Wealth
Walnut Creek, CA
L5 Senior
July 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Financial Advisor
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City National Bank
Oakland, CA
L5 Senior
August 7th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Management: Private Client Investment Associate
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Next Frontier Capital
Walnut Creek, CA
L3 Junior
July 24th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor Trainee Start Your Financial Career
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Equitable Advisors
Walnut Creek, CA
L3 Junior
August 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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